CHILDREN'S DENTAL DEFINED BENEFIT PENSION PLAN 401k Plan overview

CHILDREN'S DENTAL DEFINED BENEFIT PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	ROY M. BEAM, D.D.S., A SOLE PROPRIETORSHIP
Employer identification number (EIN):	593808120
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	ROY M. BEAM, D.D.S.	2016-10-19
001	2014-01-01	ROY M. BEAM, D.D.S.	2015-10-27
001	2013-01-01	ROY M. BEAM, D.D.S.	2014-10-23
001	2012-01-01	ROY M. BEAM, D.D.S.	2013-10-15

Plan Statistics for CHILDREN'S DENTAL DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2021: CHILDREN'S DENTAL DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	1,530,780
Acturial value of plan assets	2021-12-31	1,530,780
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	5
Fundng target for terminated vested participants	2021-12-31	32,562
Active participant vested funding target	2021-12-31	983,909
Number of active participants	2021-12-31	3
Total funding liabilities for active participants	2021-12-31	983,909
Total participant count	2021-12-31	8
Total funding target for all participants	2021-12-31	1,016,471
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	109,997
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	109,997
Present value of excess contributions	2021-12-31	233,410
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	233,410
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	118,676
Total employer contributions	2021-12-31	240,713
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	232,281
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	129,794
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	232,281
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2018: CHILDREN'S DENTAL DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	537,608
Acturial value of plan assets	2018-12-31	537,608
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	12,858
Active participant vested funding target	2018-12-31	529,821
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	529,821
Total participant count	2018-12-31	7
Total funding target for all participants	2018-12-31	542,679
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	72,397
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	72,397
Present value of excess contributions	2018-12-31	40,394
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	40,394
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	77,610
Total employer contributions	2018-12-31	190,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	182,806
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	97,674
Net shortfall amortization installment of oustanding balance	2018-12-31	87,089
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	111,891
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	111,891
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	182,806
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CHILDREN'S DENTAL DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	504,430
Acturial value of plan assets	2017-12-31	504,430
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	2
Fundng target for terminated vested participants	2017-12-31	11,716
Active participant vested funding target	2017-12-31	406,433
Number of active participants	2017-12-31	4
Total funding liabilities for active participants	2017-12-31	406,433
Total participant count	2017-12-31	6
Total funding target for all participants	2017-12-31	418,149
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	66,744
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	66,744
Present value of excess contributions	2017-12-31	5,973
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5,973
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	72,397
Total employer contributions	2017-12-31	128,086
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	119,923
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	89,177
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	79,529
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	79,529
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	119,923
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CHILDREN'S DENTAL DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	360,284
Acturial value of plan assets	2016-12-31	360,284
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	2
Fundng target for terminated vested participants	2016-12-31	10,677
Active participant vested funding target	2016-12-31	282,884
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	282,884
Total participant count	2016-12-31	5
Total funding target for all participants	2016-12-31	293,561
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	14,832
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	14,832
Present value of excess contributions	2016-12-31	51,568
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	51,568
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	51,568
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	66,744
Total employer contributions	2016-12-31	106,544
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	102,247
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	96,274
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	96,274
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	96,274
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	102,247
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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